Power BI / Microsoft Fabric
How to connect PowerBI / Microsoft Fabric and build a beautiful reports on data in your RevOS DWH
Prerequisites
- PowerBI Desktop (free download here)
- PowerBI / Microsoft Fabric Workspace (optional, if you want to publish and share your reports
Setup guide
Activate a PowerBI integration in RevOS
Select Integrations
and click on Enable
on PowerBI / Fabric in the RevOS as a source list:
There you will get a necessary credentials information that youβll need for the next step.
Connect PowerBI Desktop to RevOS
In PowerBI click on Get Data
and select Database
β Big Query
Then click > Advanced options
and disable use of Use Storage Api
by entering false
in the field below, then click OK
On the next screen please select Service Account Login
and use provided Service account email
and Service account JSON file content
content from the RevOS
Now you can browse and select tables that are required for your report
(Optional) Connect PowerBI Service Workspace to RevOS
After you uploaded your report from PowerBI Desktop to your PowerBI Service Workspace select settings of the Semantic Model associated with the report:
Expand the Data source credentials
and click on Edit credentials
In Authentication method
select Basic
And use Service Account e-mail
as a Username (1) and Service account JSON key
as Password (2)
Now you can trigger a manual refresh or schedule an automatic refresh of semantic model for your report to always have a fresh data to support your data-driven decisions.
Frequently Asked Questions
Iβm getting a Unable to authenticate with Google BigQuery Storage API
error
If you see following error:
OLE DB or ODBC error: [DataSource.Error] ERROR [HY000] [Microsoft][BigQuery] (131) Unable to authenticate with Google BigQuery Storage API.
reason for that is that PowerBI connector configured to use optional Storage API, however it can be disabled by setting an advanced connector configuration Use Storage Api
to false
or modify the M code that fetches tables from = GoogleBigQuery.Database()
to = GoogleBigQuery.Database([UseStorageApi=true])
Will connectivity work for both Desktop and Service versions of PowerBI?
Yes, connector works for both Desktop version of PowerBI as well as PowerBI / Fabric service where you would be able to do automatic data refreshes and use all benefits of scalable BI service offering of Microsoft. See here for more information.
Is my data secure when transferred between PowerBI and RevOS?
Yes, the connectivity you use to fetch data uses a connector build and certified by Microsoft that uses encrypted channels using state of the art and constantly updated encryption mechanisms.
How can I configure the data refresh frequency in Power BI for HubSpot data?
Your data in RevOS is updated at least every 24 hours (or more frequent, according to your configuration and pricing plan). If you use βDirect Queryβ to load data into the PowerBI report your report will always show the latest state of RevOS data, if you use βImportβ for pulling data in to the report you can configure refresh frequency on the PowerBI service.
What HubSpot data entities are supported in the Power BI integration?
See full list of entities in the documentation about the individual connectors, e.g.
Can I customize the HubSpot data before importing it into Power BI?
Depends on the data, if you import results of your scoring models they can be edited in RevOS. Data that is synced from other systems is exposed as-is to PowerBI. You can however use PowerQuery or DAX to modify the data during and/or after import to PowerBI.
How do I resolve connection errors during setup?
Connection errors can arise due to several issues, such as incorrect API key permissions or firewall settings blocking data transfer. Ensure that your Service Account E-Mail and JSON Keys are correctly configured and you can access RevOS platform. If issues persist, reach out to support at revos.ai and we will help you.
Last updated on September 12, 2024